> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ekho.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and managing promotions

> Specific products for a known list, smart rules for a pattern.

The **Applies to** section of a promotion has two tabs, and choosing correctly saves a lot of maintenance.

## Specific products

A fixed set of units. The promotion applies to exactly those and nothing else.

Right for a known SKU list, such as end-of-year clearance on one trim.

<Steps>
  <Step title="Open the promotion and select the tab">
    Click a dealer promotion to open its drawer, scroll to **Applies to**, and choose **Specific Products**.
  </Step>

  <Step title="Browse products">
    Click **Browse products** to open the picker. Search by name, or filter by Make, Model, and Year. Filters cascade, so choosing a Make narrows the Models available.

    Each row shows the image, name, make, model, year, inventory count, and retail price.
  </Step>

  <Step title="Add and save">
    Select with the checkboxes, click **Add products**, then **Save**. Remove one with the X icon. Clicking **Browse products** again preserves your existing selections.
  </Step>
</Steps>

<Tip>
  The picker shows every model from your OEM catalogue, **including models with zero inventory**. So you can set up a promotion for incoming stock before the units land.
</Tip>

## Smart rules

A rule describing which vehicles qualify. **The promotion automatically covers any current or future inventory that matches.**

Right for a category-based offer such as "all 2024 or 2025 cruisers".

A rule is a tree of conditions joined by **AND** or **OR**. Each condition picks a field, an operator, and one or more values, and the promotion applies wherever the whole rule is true. Fields include make, model, year, and other vehicle and order attributes.

<Info>
  This is why you do not have to revisit promotions as stock changes. A rule written today automatically covers a qualifying unit you take in next month, because eligibility is evaluated when the buyer looks rather than when you saved the promotion.
</Info>

This is also what lets the [AI Sales Agent](/sales-agent/skills/promotions) mention a deal on a unit that did not exist when the promotion was written.

## Choosing between them

| Use                   | When                                                                   |
| --------------------- | ---------------------------------------------------------------------- |
| **Specific products** | You can name the exact units, and the list will not change             |
| **Smart rules**       | The offer follows a pattern, or stock will change during the promotion |

<Warning>
  **Switching tabs replaces the rule.** If you have three products selected under Specific Products and switch to Smart Rules, your list is cleared. Switch back before saving to recover it.
</Warning>

The tab that opens by default reflects how the promotion is stored: a simple product list opens on Specific Products, anything else opens on Smart Rules.

## Editing

Open any dealer promotion to edit it. Changes take effect for new carts.

<Tip>
  End promotions properly rather than leaving them running. An expired offer the agent still describes, or a stale promotion PDF in your knowledge documents, is the most common cause of a buyer being quoted a deal checkout will not honour.
</Tip>